We are thrilled to announce a partnership with GrowthInvest to provide access to our IHT Portfolio product, which offers advisers and their clients combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies. The partnership with GrowthInvest means that all this...
We are delighted to announce we have been shortlisted in the MoneyAge Awards for Small to Medium Wealth Management Firm of the Year 2021! We are very proud of our hardworking team for being recognised for this award, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
Our Director of Financial Planning Martin Crawley-Boevey expressed his views in a recent webinar exploring EIS costs and exit opportunities which may only be of interest to high net worth or sophisticated investors with a speculative attitude to risk. Please note that this is not our production, but information and opinions from a meeting...
Michael Usher, Investment Director at PK Wealth, discusses global equity and fixed income performance then focuses on the PK Wealth discretionary portfolios. He covers asset allocation, style and sector analysis, closing with a peer group performance comparison. The views and information contained within this video are provided for informational purposes only and should not...
Only a few weeks ago we wrote the following; ‘The new virus has affected tens of thousands of Chinese citizens and spread to over 40 countries. The respiratory infection has claimed 3000 lives so far and been declared a pandemic by the World Health Organisation (WHO).’ The virus has now spread to over 140...
The new virus has affected tens of thousands of Chinese citizens and spread to over 40 countries. The respiratory infection has claimed 3000 lives so far and been declared a global emergency by the World Health Organisation (WHO). Infections of the virus, known as Covid-19 now, have been recorded in S. Korea, Iran, Italy,...
Graham Frost is the Chief Investment Officer for PK Wealth, our discretionary fund management service. Graham leads the asset allocation and investment research process for PK Wealth and was previously CIO at BestInvest. Graham kindly took some time to answer some questions on our online automated investment service, KlikInvest.
Review of the quarter The equity and credit markets are coping with trade uncertainty remarkably well. Conversely, the government bond market paints a bleak picture of the outlook with yields having plunged near previous lows. If both are correct, the market is expecting more Quantitative Easing – printing money to drive bond yields down...
Review of the quarter Both equities and bonds rallied strongly across the world, the opposite of the previous quarter. At the end of last year investors worried about trade wars, rising US interest rates, and slowing world growth. The trigger for the relief was the US Federal Reserve changing stance to become softer on...
Review of the year The year opened well but in February, investors began to fret about Trump tariffs and the start of a US-China trade war. Elsewhere in the world, Merkel struggled to establish a coalition government in Germany. In emerging markets, the beginnings of crises in Argentina and Turkey became apparent by April....